Whether you decide to receipt after every contribution with single receipts or annually with consolidated receipts, Givecloud provides the tools you need to create a great donor experience.
Enable Tax Receipts on Givecloud
To provide tax receipts on Givecloud, you will need to enable tax receipts on your Givecloud admin.
To enable Tax Receipts,
Go to Features > Tax Receipts
Enable tax receipts by toggling enable to the green checkmark.
* If Tax Receipts is unavailable as an option in Features, you may not have the user permissions. Ask your account admin to adjust your permissions to access the tax receipt settings.
Adjusting Tax Receipt Settings
Once you enable tax receipts on your Givecloud site, there are some additional settings to review. You will need to decide what option works best for you and your organization.
The receipt type determines how to send receipts to your supporters. You can choose single receipts, consolidated receipts or no receipt. Keep in mind; you cannot have multiple receipting options with Givecloud. Choosing one receipting method will avoid potential duplicate tax receipts sent to your supporters.
Single Receipt: single receipts will send an individual receipt with each transaction. If you choose single receipting, you will not produce a consolidated receipt at the end of the year.
Supporters can access past receipts through the Donor Portal under my Tax Receipts.
Consolidated: consolidated receipt is a combination of all taxable amounts consolidated into one annual receipt. Consolidated receipts allow you to issue a receipt for a specific receipting period.
Supporters can access consolidated receipts through the Donor Portal under my Tax Receipts.
No Receipt: If you select no receipt, Givecloud will not issue any tax receipts. If you choose not to issue receipts through Givecloud, the tax receipts will not be visible in the Donor Portal.
Select your issuing country from the dropdown of options. Speak with your tax expert or accountant to determine your issuing country.
Receipt Number Format
Customize your receipt number format by using the receipt number format options.
Two-digit year (example: 21)
Four-digit year (example: 2021)
The unique receipt sequence number. The number of zeros in this code determines the number of digits displayed in the code.
Description in Donation(s) Summary // GL Account in Donation(s) Summary
When issuing consolidated receipts, there is a [[summary_table]] merge tag. It includes columns for the date and the amount. This summary setting controls whether or not to include a column for a description (order number/transaction number/etc.) and the General account/code.
Create a Receiptable Item
Before you can automate your tax receipts on Givecloud, enable 'Allow Tax Receipts' on your receiptable items.
1. From the left menu, select Features > Sell & Fundraise > Items.
2. Click on a receiptable item (e.g. a donation fund).
3. On the right-side Options panel, check ‘Allow Tax Receipts.’
Issuing Consolidated Tax Receipts
To issue consolidated tax receipts for all donors,
1. Go to Features > Tax Receipts > All Tax Receipts.
2. In the top right of the screen, select the button Consolidated Receipting to issue receipts for the tax period.
3. Fill out the required fields and click ‘Generate Receipts.’
Issuing Consolidated Tax Receipt by Supporter
To issue a consolidated tax receipt by supporter,
Go to Supporters.
Search the donor you wish to issue the consolidated receipt and open their profile.
Select Create a Tax Receipt under Actions.
Set Receipting Period, Minimum Receiptable Amount, Check the Contributions/ Transactions applied.
Set Receipt Date, Status and Receipt Template.
Choose whether you want to auto-email the receipt.
Click Generate Receipt.
Review Tax Receipts in Accounts
To review a donor's issued tax receipts on an account,
Go to Supporters.
Search the donor you wish to review previous tax receipts and open their profile.
Select Tax Receipts located in the right-side menu, which will display past receipts.